GWM
GSB Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
2,054
+1,016
| +98% | +$52.7K | 0.03% | 223 |
|
|
2025
Q1 | $81.4K | Buy |
+1,038
| New | +$81.4K | 0.02% | 208 |
|
|
2024
Q4 | – | Sell |
-1,029
| Closed | -$89.4K | – | 236 |
|
|
2024
Q3 | $89.4K | Buy |
+1,029
| New | +$89.4K | 0.02% | 216 |
|
|
2023
Q3 | – | Sell |
-1,009
| Closed | -$77.9K | – | 210 |
|
|
2023
Q2 | $77.9K | Sell |
1,009
-2,450
| -71% | -$189K | 0.03% | 203 |
|
|
2023
Q1 | $257K | Buy |
+3,459
| New | +$257K | 0.08% | 177 |
|